WisdomTree US MidCap Dividend Fund
351 hedge funds and large institutions have $2.23B invested in WisdomTree US MidCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 152 increasing their positions, 77 reducing their positions, and 23 closing their positions.
200% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 23
97% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 77
18% more capital invested
Capital invested by funds: $1.89B → $2.23B (+$343M)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
13% more funds holding
Funds holding: 310 → 351 (+41)
6.89% more ownership
Funds ownership: 47.21% → 54.1% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$199M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.65M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.76M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$4.88M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.18M |
| 3 |
Goldman Sachs
New York
|
-$4.12M |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$3.91M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.07M |
DON Hedge Fund Activity: Q4 2019 in Review
351 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q4 2019, worth a combined $2.23B — up 18% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new DON positions and 23 closed out — a net gain of 46 holders — while 152 added to existing stakes and 77 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $199M. The largest seller was Parsec Financial Management, cutting an estimated $4.88M.
- 351 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q4 2019, up from 310 in Q3 2019.
- Funds reported $2.23B of WisdomTree US MidCap Dividend Fund stock for Q4 2019, up 18% quarter-over-quarter.
- 69 funds opened new WisdomTree US MidCap Dividend Fund positions in Q4 2019 and 23 closed out, a net change of +46 holders.
- The largest WisdomTree US MidCap Dividend Fund buyer in Q4 2019 was Johanson Financial Advisors, an estimated $199M added.
- The largest WisdomTree US MidCap Dividend Fund seller in Q4 2019 was Parsec Financial Management, an estimated $4.88M sold.
Based on aggregated 13F filings for Q4 2019.